Equity Product Manager Resume Samples

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SP
S Pfannerstill
Salvador
Pfannerstill
319 Yasmine Common
Phoenix
AZ
319 Yasmine Common
Phoenix
AZ
Experience Experience
03/2014 – present
Phoenix, AZ
Technical Product Manager, Equity Data
Technical Product Manager, Equity Data
03/2014 – present
Phoenix, AZ
Technical Product Manager, Equity Data
03/2014 – present
  • Clearly defines the vision for the next version of Morningstar’s Equity Data technology platform and helps define the implementation plan with business objectives in mind
  • Ensures product development aligns with business goals and strategy. Makes decisions quickly to solve customer and business problems to maximize business value
  • Together with the Equity Data Product Manager, prioritization of the product backlog. Manages short-term road map and contributes to long-term road map
  • Ensure that equity data technology solutions align with each other and our overall technology strategy
  • Demonstrated success in defining and launching new iterations of legacy products
  • Familiarity with equity data
  • Familiarity with API’s and API design patterns
04/2011 – 02/2014
Chicago, IL
Product Manager / Equity
Product Manager / Equity
04/2011 – 02/2014
Chicago, IL
Product Manager / Equity
04/2011 – 02/2014
  • Serve as first point of contact for Regional Consultants / Managers, Institutional Associates / Advisors, etc. for the specific products, as assigned, but with a broad base of equity strategy related knowledge
  • Partner with Investment Management to create and update a strong, consistent suite of core product marketing and client-service materials, in collaboration with marketing colleagues. In addition, seeks broad feedback from investment management and distribution to identify areas for improvement
  • Collaborate with Portfolio Managers and Senior Portfolio Managers (SPMs) to create/improve RFP language, assist on/review RFPs, and answer advisor/relationship manager questions on specific sales opportunities
  • Collaborate with the head of Equity Product Management to define focus areas, business development initiatives, areas for training, and develop target lists, CRD and/or home-office strategies for select strategies
  • Support Learning & Development for regional training initiatives
  • In addition, the Product Manager is responsible for the oversight and quality control of the equity platform
  • Continually create new sales ideas/ways to advocate product (e.g. Blog posts, thought leadership ideas)
07/2006 – 10/2010
San Francisco, CA
Equity Product Manager
Equity Product Manager
07/2006 – 10/2010
San Francisco, CA
Equity Product Manager
07/2006 – 10/2010
  • Develop and maintain periodic portfolio and market updates, including investment issues and marketing ideas relating to the specific product line
  • Product and Market Updates- develop and maintain periodic portfolio and market updates, including investment issues, marketing ideas and attribution analysis
  • Focus on building bridges between Investment Teams and Sales
  • Competitive Analysis- report on MIM-Delaware Investments' and competitors' product performance, portfolio composition, pricing, and service
  • Provide individual advice/ideas/information to financial advisors via phone and e-mail to assist investment decision making
  • Manage all external research including Standard and Poors, Thomson First Call, Bear Stearns, CS First Boston and others
  • Strategy- help develop product strategy and financial business plan working with investment management and our distribution partners
Education Education
Bachelor’s Degree in Business
Liberty University
Bachelor’s Degree in Business
Skills Skills
  • Demonstrated proficiency in basic computer applications such as Microsoft Office software products
  • Ability to focus on small details while maintaining larger picture from and industry and positioning perspective
  • Ability to travel, occasionally overnight
  • Thoroughness, attention to detail and a sense of urgency
  • Ability to manage multiple tasks simultaneously and deliver outstanding work under tight deadlines
  • Excellent communication and analytical skills
  • Equity market knowledge and investment management industry experience
  • Strong presentation skills
  • Ownership mentality
  • Financial Industry Regulatory Authority Series 16 license
Create a Resume
1

Private Equity Product Manager Resume Examples & Samples

  • Work closely with Product Development/Management colleagues as well as the Alternative Investment research team to identify new funds to add to the Private Equity Fund platform and once identified, assist in the negotiation of contract terms, prepare offering materials, prepare new product approval forms, manage the submission and review process of the product through the Alternative Investments Product Approval Committee and Global Products Committee
  • Serve as main point of contact for multiple fund managers for product origination needs, including organizing product launches, launch calls and periodic update meetings/calls with fund managers
  • Work cross functionally with all areas of the Alternative Investments Group including Sales, Marketing, Research, Operations, Investor Relations as well as Legal and Compliance
  • Liaise with fund managers to maintain up-to-date offering materials as well as coordinate document updates on the Alternative Investments Group website and client document distribution portal
  • Work closely with Product Development/Management colleagues to drive sales and increase Financial Advisor adoption of products as well as help execute against all platform initiatives
  • Work closely with the Sales team in business development efforts to identify opportunities to increase Financial Advisor and asset penetration levels
  • Support Sales team by maintaining a comprehensive knowledge of all private equity fund structures, terms and other industry trends
  • The ideal candidate must be highly motivated and organized
  • Excellent communication and listening skills
  • Strong interpersonal, collaborative and team skills including ability to work with third party investment managers, financial advisors and clients
  • 3-5 years of experience in financial services, including product development/management experience
  • Knowledge of alternative investments is a plus
  • BS/BA degree required, MBA/CFA preferred but not required
2

Product Manager Equity Derivatives Resume Examples & Samples

  • Coordinating with various departments such as Sales, Market Specialists, Research & Development, Product, and Marketing to execute this business plan
  • Providing expertise and support to clients as well as various internal colleagues
  • Testing solutions with focus on user experience, workflow and quality of numbers
3

Equity Club Product Manager Resume Examples & Samples

  • Working as part of the global product team, provide pro-active after sales and product management support for the Citi Private Bank’s globally distributed private equity and real estate equity club product set
  • Take ownership of the end-to-end processing of equity club investments, including: timely reporting of NAV, accuracy and coordination of capital call and distribution notices, maintenance of management fee information, review and dissemination of quarterly investor communication and coordination of annual AGM notice and proxy form process
  • Provide updates and respond to product related queries including those related to performance, investments / fund portfolio, investment managers, strategy, reporting, and servicing
  • Manage and coordinate product related functions: investor reporting, investment manager updates and product specific banker and investor communications in coordination with internal/external product and service providers
  • Manage and assist with the production of regular product deliverables, tools and resources for the global sales force. Participate in regional fund and platform update calls
  • Engage with internal service providers, Fund Administration and global operations teams to resolve distribution and servicing queries
  • Work closely with the team heads and regional sales management to determine regional after sales requirements and refine existing processes and standards
  • Maintenance of relevant platform documentation across the CPB Intranet
4

Product Manager for Private Equity Feeders Resume Examples & Samples

  • Work cross functionally and divisionally with all areas of the Alternative Investments Group including Sales, Operations, Investor Relations as well as Legal and Compliance
  • Support Private Equity Investor Relations and Sales team by maintaining a comprehensive knowledge of all private equity fund structures, terms and feeder events
  • Support and work closely with the Sales team and Investor Relations to assist client onboarding
  • Work closely with Alternative Investments Team to support Private Equity platform initiatives and projects
5

Seasoned Product Manager for Private Equity Feeders Resume Examples & Samples

  • Serve as of contact for multiple Private Equity Feeders for product origination needs, including product launches, launch capital transactions and supervision of settlement processing
  • Ensure smooth vehicle operations such as Investran: CRM, accounting and PE reporting, supporting board meetings and resolutions, investor tax reporting, compliance, document filing including liaising with service providers
  • Coordinate Private Equity Feeders reporting on client document distribution portal
6

Equity Product Manager Resume Examples & Samples

  • Responsible for assigned equity investment teams' product lines including business development, product positioning, product line management and competitive analysis
  • Assist senior members of the Product Management team in developing, positioning and promoting the assigned investment teams' product lines across both retail and institutional distribution channels
  • Develop and maintain periodic portfolio and market updates, including investment issues and marketing ideas relating to the specific product line
  • Responsible for having a strong understanding of the product line and becoming the "product advocate" by proactively disseminating investment related information while communicating the product message through verbal, print and electronic media to our distribution partners
  • Competitive Analysis- report on MIM-Delaware Investments' and competitors' product performance, portfolio composition, pricing, and service
  • Product and Market Updates- develop and maintain periodic portfolio and market updates, including investment issues, marketing ideas and attribution analysis
  • Marketing- assist in developing marketing campaigns for major product focuses (message, strategy, and implementation). Develop, maintain and edit marketing literature/sales ideas, product profiles, RFP's, questionnaires, and market commentaries
  • Industry Research- help identify and research trends in the asset management industry and determine how or if MIM-Delaware Investments should participate
  • Strategy- help develop product strategy and financial business plan working with investment management and our distribution partners
  • Product Development- assist senior members of the Product Management team with new product development and existing product line rationalization; this includes identifying product gaps, and prioritizing new product ideas and initiatives, constructing research on product initiatives using industry databases and research services
  • Sales- responsible for contributing to the sales effort by occasionally representing the company and products through active participation in industry presentations
  • BA/BS Degree required; MBA/MS or CFA a plus
  • 5-7 prior years experience in financial services industry required, preferably in product management or marketing
  • Strong analytical and quantitative aptitude
  • Project oriented and able to meet deadlines
7

Equity Product Manager Resume Examples & Samples

  • Manage all external research including Standard and Poors, Thomson First Call, Bear Stearns, CS First Boston and others
  • Publish a daily e-mail (before the market opens) that highlights the events of the morning and points to any near term investment opportunities, writing the monthly piece for market share, publishing opinions on splits, spin-off proxy matters, publishing theme pieces that have stock ideas within marketing ideas on calls and trough e-mails, and providing a list of current investment ideas gleaned from all research sources
  • Be "portfolio doctor" by helping brokers manage existing portfolios (use Stockval and /or Baseline to help brokers assess individual stocks and weightings relative to the market)
  • Provide individual advice/ideas/information to financial advisors via phone and e-mail to assist investment decision making
  • Read research, attend industry conferences, listen to conference calls, to seek good investment opportunities
  • Bachelor's degree in business or related field or equivalent education and related training
  • Five years of analytical experience
  • Financial Industry Regulatory Authority Series 7, 66, 86 and 87
  • Demonstrated proficiency in basic computer applications such as Microsoft Office software products
  • Masters of Business Administration or graduate degree in a related field
  • Chartered Financial Analyst designation
  • Financial Industry Regulatory Authority Series 16 license
8

Consumer Equity Product Manager Resume Examples & Samples

  • 7+ years related experience in product management experience working with similar products
  • Strong financial analysis, Project management
  • Bachelor’s degree in Business, Finance
9

Equity Product Manager Resume Examples & Samples

  • Work closely with a dedicated team of professionals whose primary responsibilities are to effectively communicate product details, competitive advantages and industry trends to Senior Management, Portfolio Management and Distribution teams
  • Be seen as an ambassador/champion for the equity product line
  • Focus on building bridges between Investment Teams and Sales
  • Continuously monitor the competitive landscape and industry trends (utilizing internal and external data/information resources) in order to help position products appropriately
  • Respond to ad hoc requests from Sales, Portfolio Managers and Senior Management for product information
  • Ownership mentality
  • Equity market knowledge and investment management industry experience
  • Ability to focus on small details while maintaining larger picture from and industry and positioning perspective
  • Ability to manage multiple tasks simultaneously and deliver outstanding work under tight deadlines
10

Product Manager / Equity Resume Examples & Samples

  • Serve as first point of contact for Regional Consultants / Managers, Institutional Associates / Advisors, etc. for the specific products, as assigned, but with a broad base of equity strategy related knowledge
  • Partner with Investment Management to create and update a strong, consistent suite of core product marketing and client-service materials, in collaboration with marketing colleagues. In addition, seeks broad feedback from investment management and distribution to identify areas for improvement
  • Become a spokesperson for assigned investment team with the ability to present a deep understanding of the investment process, market outlook, and strong advocate for the services (e.g. Portfolio Specialist)
  • Continually create new sales ideas/ways to advocate product (e.g. Blog posts, thought leadership ideas)
  • Understand overall region/channel strategies to communicate priorities to broader team and members of investment management
  • Collaborate with the head of Equity Product Management to define focus areas, business development initiatives, areas for training, and develop target lists, CRD and/or home-office strategies for select strategies
  • Support Learning & Development for regional training initiatives
  • Collaborate with Portfolio Managers and Senior Portfolio Managers (SPMs) to create/improve RFP language, assist on/review RFPs, and answer advisor/relationship manager questions on specific sales opportunities
  • Potentially partner with Product Development on new products for various regions/channels
  • Identify areas for thought leadership that connect with their product responsibilities
  • In addition, the Product Manager is responsible for the oversight and quality control of the equity platform
  • A minimum of 3-5 years of experience in the investment-management industry (or related investment experience)
  • Broad investment-management and financial-market knowledge, ideally with expertise in equity products
  • Intellectually curious about the equity markets, and finding creative ways to connect with our clients & prospects globally
  • Ability to work effectively under pressure while multitasking, adhering to tight deadlines and maintaining strategic relationships with internal partners
  • Highly detail-oriented and organized
  • An understanding of the institutional and retail marketplace: understanding client needs, market trends and the competitive landscape
  • Strong marketing and messaging skills, with the vision to create and maintain a compelling story for the firm’s equity business and individual products
  • A team player with highly developed interpersonal skills, including collaboration, negotiation and influence
  • A desire to interact directly with both internal and external clients and to influence their product knowledge and support our sales efforts
  • Excellent organizational and communication skills
11

Technical Product Manager, Equity Data Resume Examples & Samples

  • Clearly defines the vision for the next version of Morningstar’s Equity Data technology platform and helps define the implementation plan with business objectives in mind
  • Together with the Equity Data Product Manager, prioritization of the product backlog. Manages short-term road map and contributes to long-term road map
  • Ensures product development aligns with business goals and strategy. Makes decisions quickly to solve customer and business problems to maximize business value
  • Ensure that equity data technology solutions align with each other and our overall technology strategy
  • Bachelor's or Master's degree in business
  • Experience as an Agile Product Owner or significant experience with the Agile development process
  • Experience with customer facing digital products
  • Demonstrated success in defining and launching new iterations of legacy products
  • Familiarity with equity data
  • Excellent communication skills with the ability to influence cross-functional teams
  • Familiarity with API’s and API design patterns
  • Some hands on development experience with a modern programming language
  • Minimum of 5 years related experience
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